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Schwab ® U.s. Large-cap Growth Index Fund (SWLGX)

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107.650 +0.320    +0.30%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.58B
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Equity
Schwab U.S. Large-Cap Growth Index Fund 107.650 +0.320 +0.30%

SWLGX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Schwab U.S. Large-Cap Growth Index Fund (SWLGX) fund. Our Schwab U.S. Large-Cap Growth Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.410 0.410 0.000
Shares 99.590 99.590 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 26.973 27.744
Price to Book 8.999 6.587
Price to Sales 3.995 4.146
Price to Cash Flow 18.299 18.187
Dividend Yield 0.780 0.718
5 Years Earnings Growth 14.685 14.826

Sector Allocation

Name  Net % Category Average
Technology 44.730 38.549
Consumer Cyclical 14.910 14.106
Communication Services 12.470 11.289
Healthcare 10.630 12.767
Financial Services 6.070 9.261
Industrials 5.040 7.286
Consumer Defensive 4.140 3.782
Real Estate 0.780 1.651
Basic Materials 0.650 1.900
Energy 0.510 1.878
Utilities 0.070 1.012

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 441

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Microsoft US5949181045 11.42 442.57 +0.22%
  Apple US0378331005 9.79 212.49 -0.82%
  NVIDIA US67066G1040 8.09 131.88 +1.75%
  Amazon.com US0231351067 6.21 183.66 -0.09%
  Alphabet A US02079K3059 3.81 176.79 +0.93%
  Meta Platforms US30303M1027 3.75 504.16 +0.11%
  Alphabet C US02079K1079 3.25 178.37 +0.92%
  Eli Lilly US5324571083 2.61 878.45 -0.55%
  Broadcom US11135F1012 2.21 1,735.04 +3.34%
  Tesla US88160R1014 1.99 178.01 -2.44%

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 96.37B 11.27 9.53 12.63
  Schwab Total Stock Market Index 23.91B 10.19 7.69 11.98
  Schwab 1000 Index 16.52B 10.70 8.37 12.20
  Schwab International Index 9.47B 7.71 3.21 4.69
  Schwab Fundamental US Large Company 8.59B 8.36 8.70 11.20
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